DATA ANALYST

PIG E. BANK

Tools

• Microsoft Excel

• Microsoft Word

• Microsoft PowerPoint

Skills

• Big data and data ethics

• Data mining

• Data quality assessment   and cleaning

• Descriptive statistics

• Predictive analysis

• Time series analysis and forecasting

Data

• Customer data provided by Career Foundry.

• Project Brief

A fictional global bank looking to increase client retention.

Customer data is analyzed to identify factors that contribute to client exited. These factors are then modeled in a decision tree.

Objective

The goal is to assist the sales team of Pig E. Bank increase customer retention, by identifying the leading indicators that a customer will leave the bank.

Pig E. Bank’s products and services may appeal more to customers between 30 and 49 years old, or advertising may not be reaching younger and senior customers demographic.

Decision Tree: Will A Customer Leave the Bank?

Statistics

Loyalty by Country, Gender, Age

Loyalty by Activity, Balance, Product

CHOCOLATE RATINGS >

FULL REPORT

• Pig E. Bank should consider connecting with inactive customers before these customers make a   permanent decision to permanently close their accounts . Providing suitable offers and rewards especially to female customers  with an effective approach.

• Priority efforts should be given to the German customers, which experiences the highest percentage of customer closing accounts at Pig E. Bank.

• Conducting a survey for all their customers to understand why they are closing their accounts. Create an especial survey to understand what are the financing needs of female customers who’s tend to leave the bank more frequently than their male customers.

Recommendations

Ivonne Aspilcueta 

Data Analyst

Hermosa Beach, CA, United States